Beazer Homes USA (NYSE:BZH) Releases Earnings Results

Beazer Homes USA (NYSE:BZH) posted its quarterly earnings results on Thursday. The construction company reported ($0.03) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.72) by $0.69, FiscalAI reports. Beazer Homes USA had a net margin of 0.44% and a return on equity of 2.11%. The firm had revenue of $409.85 million for the quarter, compared to the consensus estimate of $448.79 million. During the same quarter in the previous year, the company earned $0.42 earnings per share. The business’s revenue was down 27.5% compared to the same quarter last year.

Here are the key takeaways from Beazer Homes USA’s conference call:

• Management lowered its near‑term targets—now expects a sales pace just above 2 (versus prior 2.5 target) and 200–300 bps of margin expansion by Q4, reducing the likelihood of full‑year EBITDA growth.
• Product mix is improving with to‑be‑built sales at 43% (highest since Q1 2024) and new communities at 34%, supporting higher ASPs (Q2 closed ASP $525k; backlog >$580k) and sequential margin gains.
• Disciplined capital allocation—executed $30M of a $72M repurchase plan in Q2, buying >1M shares at ~60% of book and on track to repurchase nearly 20% of shares since early FY2025.
• Strong liquidity and land position—~$400M total liquidity (including $160M cash), revolver increased to $525M and extended to March 2030, and a robust lot pipeline with 60% option‑controlled land.

Beazer Homes USA Price Performance

Shares of BZH stock traded up $0.42 during trading hours on Thursday, reaching $21.59. 388,959 shares of the company were exchanged, compared to its average volume of 363,832. Beazer Homes USA has a fifty-two week low of $18.58 and a fifty-two week high of $28.33. The company has a debt-to-equity ratio of 0.94, a current ratio of 19.62 and a quick ratio of 1.81. The stock’s fifty day moving average is $21.82 and its two-hundred day moving average is $22.45. The company has a market cap of $637.15 million, a price-to-earnings ratio of 71.97, a P/E/G ratio of 1.75 and a beta of 2.21.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the stock. Royal Bank of Canada boosted its position in Beazer Homes USA by 93.9% in the 4th quarter. Royal Bank of Canada now owns 1,883 shares of the construction company’s stock valued at $38,000 after buying an additional 912 shares during the last quarter. Osaic Holdings Inc. raised its position in shares of Beazer Homes USA by 454.9% during the second quarter. Osaic Holdings Inc. now owns 2,103 shares of the construction company’s stock worth $47,000 after acquiring an additional 1,724 shares during the last quarter. Comerica Bank bought a new stake in shares of Beazer Homes USA during the third quarter worth $48,000. Aquatic Capital Management LLC acquired a new position in shares of Beazer Homes USA during the third quarter valued at $70,000. Finally, Tower Research Capital LLC TRC lifted its stake in shares of Beazer Homes USA by 123.4% during the second quarter. Tower Research Capital LLC TRC now owns 3,500 shares of the construction company’s stock valued at $78,000 after acquiring an additional 1,933 shares during the period. Institutional investors own 85.65% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on BZH shares. Zacks Research raised shares of Beazer Homes USA from a “strong sell” rating to a “hold” rating in a report on Friday, January 16th. Wall Street Zen lowered shares of Beazer Homes USA from a “hold” rating to a “strong sell” rating in a report on Saturday, January 31st. Finally, Weiss Ratings downgraded Beazer Homes USA from a “hold (c)” rating to a “sell (d)” rating in a report on Friday, January 30th. Two research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $31.33.

Beazer Homes USA Company Profile

Beazer Homes USA, Inc is a national homebuilder specializing in the design, construction and sale of single-family homes. The company serves a diverse range of buyers, offering product lines that span from entry-level homes to move-up and active adult communities. In addition to its core homebuilding operations, Beazer provides mortgage financing, title and closing services through its subsidiaries, aiming to simplify the home-buying process and manage risk across the transaction.

Operating in key growth markets across the United States, Beazer Homes maintains a presence in more than a dozen metropolitan areas, including select markets in the Southeast, Southwest and West.